CTA Trend Picks in Taiwan, South Korea, and Japan
Trend followers are long Asian equities, but the mega-cap leaders are decelerating. If CTAs unwind, what survives? Hold strength at lower weights...
108 Views
Primer: Mebuki Financial Group (7167 JP) - Aug 2026
Dominant Regional Franchise Poised to Benefit from Monetary Policy Normalization: Mebuki Financial Group holds a commanding market position in...
94 Views
[Japan M&A] Regional Bank Consolidation Efforts May Pick Up
Japan regional bank consolidation will continue. We may have a new candidate. I'd be long the small target in this case, assuming that value will out.
644 Views
Curator's Cut: Few Want Consumer Staples, Many Want Financials, & Spin-Off Lessons
In this Curator's Cut, we examine poor positioning in Consumer Staples, the (continued) rotation into (Asian) Financials and mixed views on spin...
135 Views
Japan Banks - Trading Gains and Cross-Shareholding Vary Widely Among Megabanks and Regionals
We look at how important or unimportant core banking income is to 50 banks in Japan, to better understand where divesting cross shareholding can be...
645 Views